Dan Tortola

Chief Investment Officer at

Boston Research & Management, Inc.

Finance

Consumer Services

Profile

Mr. Daniel F.
Tortola, CFA MBA, is a Chief Investment Officer at Boston Research & Management, Inc. He joined Boston Research and Management in 2007.
While his primary responsibility is equity research and analysis, he is also instrumental in portfolio management, asset allocation and trading operations.
Mr. Tortola earned the right to use the Chartered Financial Analyst (CFA) designation in June 2011 and is an active member of the CFA Institute.
In 2007, he received his MBA with a concentration in finance from Boston College and a Bachelor of Arts in economics at the College of the Holy Cross in Worcester, Massachusetts in 2001.

Dan Tortola active positions

Companies	Position	Start
Boston Research & Management, Inc. Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management.	Chief Investment Officer	2006-12-31

All active positions of Dan Tortola

Former positions of Dan Tortola

Companies	Position	End
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Corporate Officer/Principal	2004-12-30

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Linked companies

Private companies	4
Boston Research & Management, Inc. Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management.	Finance
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Finance
College of the Holy Cross (Massachusetts) College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services